+28.1%
AHR vs BUD
+34.7%
-6.6%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.0% |
| 7D | -2.1% | -2.6% | +0.6% | -1.8% |
| 30D | +1.9% | -1.2% | +3.1% | +2.0% |
| 3M | +15.7% | -4.9% | +20.6% | +16.2% |
| 6M | +2.5% | +9.3% | -6.8% | +2.2% |
| YTD | +15.0% | +24.0% | -9.0% | +19.1% |
| 1Y | +28.1% | +34.5% | -6.4% | +36.5% |
| All | +28.1% | +34.7% | -6.6% | +36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BUD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling